German Retail Distributors Stock News

XTRA:AIXA
XTRA:AIXASemiconductor

Assessing AIXTRON (XTRA:AIXA) Valuation As AI Tool Demand Builds Ahead Of Earnings

AIXTRON (XTRA:AIXA) heads into its 26 February 2026 earnings report with attention on how AI related demand for GaN and SiC tools is feeding through to orders and guidance. See our latest analysis for AIXTRON. At a share price of €20.32, AIXTRON has seen a 23.15% 90 day share price return and a 54.77% 1 year total shareholder return. This suggests that optimism around AI exposed GaN and SiC tools has been building ahead of the earnings update. If AI exposed equipment suppliers are on your...
XTRA:NDA
XTRA:NDAMetals and Mining

Did Strong Q1 Results and Higher Guidance Just Shift Aurubis' (XTRA:NDA) Investment Narrative?

Aurubis AG reported past first-quarter 2025–2026 results with sales of €5,293 million and net income of €322 million, both higher than a year earlier. Building on stronger metal prices, resilient copper demand and effective hedging in copper, gold and silver, Aurubis raised its full-year earnings guidance despite minor delays at the Richmond project. We will now examine how the upgraded full-year earnings guidance shapes Aurubis’ investment narrative and future risk-reward...
XTRA:BAS
XTRA:BASChemicals

BASF Capacity Expansion Links Specialty Growth To Valuation And Risk Questions

BASF announced a major expansion of its medium molecular weight polyisobutylene production capacity. The company is increasing its role in insulation solutions for data centers and breathable membranes for construction and technical textiles. These moves reflect BASF's focus on higher value specialty chemicals and materials that support energy efficiency and sustainability goals. BASF (XTRA:BAS), trading at around €48.18, is leaning further into specialty chemicals with this capacity build...
XTRA:EOAN
XTRA:EOANIntegrated Utilities

E.ON (XTRA:EOAN) Valuation Check After Strong One Year Shareholder Returns

E.ON (XTRA:EOAN) has drawn attention after recent returns, with the share price up about 5% over the past month and 10% over the past 3 months, prompting closer scrutiny from income-focused and defensive investors. See our latest analysis for E.ON. That recent move comes after a 7.5% year to date share price return and a 57.8% total shareholder return over the past year, which suggests momentum has been strong for investors who have held through recent volatility. If this has you thinking...
XTRA:DBK
XTRA:DBKCapital Markets

A Look At Deutsche Bank (XTRA:DBK) Valuation After Strong 2025 Results And New Dividend Announcement

Deutsche Bank (XTRA:DBK) just reported stronger full year 2025 results, with higher net interest income and net income than the prior year, and paired this with an annual dividend announcement. See our latest analysis for Deutsche Bank. Despite a 1 day share price return of 1.79% to €31.25 following the earnings and dividend news, the 7 day and 30 day share price returns of 6.16% and 5.46% declines suggest recent momentum has cooled. However, the 1 year total shareholder return of 72.76% and...
XTRA:SAP
XTRA:SAPSoftware

Is SAP’s NYFW AI Partnership With N4XT Experiences Altering The Investment Case For SAP (XTRA:SAP)?

N4XT Experiences recently announced a multi-season partnership with SAP to roll out enterprise-grade software, omnichannel commerce tools, in-store technology, and AI-enabled innovation across New York Fashion Week and its NYFW Collections platform, beginning with activations at the February 2026 shows. By positioning SAP as the official technology and co-innovation partner for NYFW, the collaboration showcases how core enterprise systems and AI can underpin fashion-week retail, discovery,...
XTRA:MBG
XTRA:MBGAuto

Is Mercedes-Benz Group (XTRA:MBG) Offering Value After Recent Share Price Weakness?

This article considers whether Mercedes-Benz Group at €58.78 may be trading at fair value or potentially offering a bargain, and explains what the current market price might be indicating. The stock has returned 1.7% over the last 7 days. Over 30 days the return is a 2.6% decline. Year to date the return is a 5.1% decline, with a 12.3% return over 1 year and 51.1% over 5 years, giving a mixed picture of recent and longer term performance. Recent attention on established automakers like...
XTRA:MVV1
XTRA:MVV1Integrated Utilities

Assessing MVV Energie (XTRA:MVV1) Valuation After Annual Dividend Announcement

Dividend announcement puts MVV Energie in focus MVV Energie (XTRA:MVV1) has drawn fresh attention after announcing an annual dividend of €1.30 per share, with the payout scheduled for March 18, 2026, and key dates set for mid March. See our latest analysis for MVV Energie. At a share price of €31.5, MVV Energie has seen modest positive momentum recently, with a 1-month share price return of 0.96% and a year to date share price return of 2.61%, while the 5-year total shareholder return of...
XTRA:RHM
XTRA:RHMAerospace & Defense

Why Rheinmetall (XTRA:RHM) Is Down 9.9% After Reaffirming Its 2025 Defense Outlook And 2026 Targets

Earlier this week, Rheinmetall reaffirmed its 2025 defense outlook, flagging strong expected growth in defense sales and margins alongside an aim to end 2025 net-debt-free, while also giving a first indication of its 2026 operational defense sales and margin range. Management also highlighted an expected €67 billion of German defense orders over the next four quarters, including the “Arminius” Boxer package and sizeable potential naval work, underlining how deeply the group is positioned in...
XTRA:O5G
XTRA:O5GReal Estate

CPI Property Group (XTRA:O5G) Valuation Check As Senior Note Tender Offer Results Reshape Debt Profile

CPI Property Group (XTRA:O5G) has clarified the results of its cash tender offers for several euro and sterling senior notes, giving investors updated visibility on acceptance levels and how much of each series will remain outstanding. See our latest analysis for CPI Property Group. The tender results land at a time when CPI Property Group’s 1 day share price return of 9.63% contrasts with a weaker 30 day share price return of 7.5% and a 1 year total shareholder return of 9.2%. This suggests...
DB:TNIE
DB:TNIELeisure

Assessing tonies (DB:TNIE) Valuation After New Pokemon Partnership And Product Launch

Pokemon partnership puts tonies (DB:TNIE) in focus tonies (DB:TNIE) is drawing fresh investor attention after unveiling a Pikachu inspired lightning yellow Toniebox 2 and four Pokemon figurines, planned for a global rollout from summer 2026. See our latest analysis for tonies. The Pikachu themed launch comes after a strong run in the shares, with a 90 day share price return of 38.36% and a 1 year total shareholder return of 62.24%. This suggests momentum has recently picked up from a...
XTRA:EVK
XTRA:EVKChemicals

Evonik Industries (XTRA:EVK) Margin Rebound Challenges Cautious Earnings Narratives

Evonik Industries (XTRA:EVK) closed FY 2025 with fourth quarter revenue of €3.4b and EPS of €0.15, while trailing twelve month EPS stood at €1.36 on revenue of €14.1b, giving investors a clear snapshot of the current earnings run rate. Over recent periods, revenue has moved from €3.6b in Q4 2024 to €3.4b in Q4 2025, with quarterly EPS swinging from a loss of €0.33 per share in Q4 2024 to a profit of €0.15 in Q4 2025. This frames a year that mixed a weaker top line with a visibly different...
XTRA:NVM
XTRA:NVMAuto Components

Novem Group (XTRA:NVM) Margin Dip Tests Recent Earnings Improvement Narrative

Novem Group (XTRA:NVM) has put a softer Q3 2026 on the table, with revenue of €118.8 million and a small net loss of €1 million, translating into basic EPS of €0.02 loss for the quarter. The company has seen quarterly revenue move from €124 million in Q3 2025 to €137.964 million in Q4 2025, then to €128.9 million in Q1 2026 and €125.576 million in Q2 2026, while EPS has swung between a €0.06 loss and €0.36. This sets up a story of fluctuating profitability. For investors, the key question now...
XTRA:SHL
XTRA:SHLMedical Equipment

Siemens Healthineers (XTRA:SHL) Margin Improvement Reinforces Cautious Bullish Narratives

Siemens Healthineers (XTRA:SHL) opened fiscal Q1 2026 with revenue of €5.4b and basic EPS of €0.40, setting the tone for how its profitability story is evolving after a period of steady earnings growth. Over the past year, the company has seen revenue move from €5.5b in Q1 2025 to €5.4b this quarter, while basic EPS shifted from €0.42 to €0.40, against a backdrop of 6.8% earnings growth and a net profit margin that improved from 8.8% to 9.1%. This puts the focus squarely on how sustainably it...
XTRA:LHA
XTRA:LHAAirlines

A Look At Lufthansa’s (XTRA:LHA) Valuation As Seasonal Demand And Earnings Anticipation Lift Interest

What is moving Deutsche Lufthansa stock today? Deutsche Lufthansa (XTRA:LHA) is drawing fresh attention as traders react to strong seasonal passenger demand, solid cargo activity, and growing interest ahead of the 6 March 2026 earnings announcement. See our latest analysis for Deutsche Lufthansa. The recent 2.54% 1 day share price return and 5.89% 7 day share price return fit into a stronger pattern, with a 26.68% 90 day share price return and 44.53% 1 year total shareholder return. These...
XTRA:WAF
XTRA:WAFSemiconductor

Siltronic Cautious 2026 Outlook Puts Plant Closure And Valuation In Focus

Siltronic issued a cautious outlook for 2026, citing ongoing market pressures, pricing headwinds and currency effects. The company plans to close a major fabrication plant as part of a broader effort to manage costs and investment levels. This update follows management indicating that internal targets for 2025 have been exceeded despite the tougher setup for 2026. For investors watching XTRA:WAF, the update lands after a mixed share price pattern. The stock is at €52.15, with a 26.9% gain...
XTRA:DHL
XTRA:DHLLogistics

Is Deutsche Post (XTRA:DHL) Pricing Lagging Its Strong 1 Year Share Performance

If you are wondering whether Deutsche Post shares still offer value at current levels, this article will walk through what the numbers say about the stock's pricing. The share price recently closed at €49.56, with returns of 4.7% over the past week, 2.6% over the past month, 5.6% year to date, 49.7% over 1 year, 39.4% over 3 years and 42.8% over 5 years. This gives useful context before weighing up valuation. Recent coverage has focused on Deutsche Post's position in global logistics and...